LDRI ISHARES TR
FollowIBONDS 1-5 YR TI (fund)
7 managers (7 13F filers) reported a position in LDRI shares at 2026-03-31, 159,096 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 4
- Added
- 1
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 159,096
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 72,758 | $1.85M | <0.01% | +7,910 | 13F-HRTimeline |
| Treasure Coast Financial Planning | 37,127 | $945K | 0.49% | -2,568 | 13F-HRTimeline |
| Creative Planningin group Creative Planning | 15,700 | $400K | <0.01% | -1,422 | 13F-HRTimelineGroup |
| Integrated Wealth Concepts LLC | 13,370 | $340K | <0.01% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 10,950 | $279K | <0.01% | new | 13F-HRTimelineGroup |
| DAVENPORT & Co LLC | 8,991 | $229K | <0.01% | new | 13F-HRTimeline |
| Advisory Services Network, LLC | 200 | $5.09K | <0.01% | new | 13F-HRTimeline |